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    • ES504 – Why ERP Governance Matters More Than Features
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    • ES503 – The Hidden Cost of ERP Technical Debt
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    • ES502 – ERP Architects Must Think Like Product Owners
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    • ES501 – Why Most ERP Transformations Fail After Go-Live
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    • CP112 – ✨ Copilot in Microsoft Whiteboard: Transforming Visual Collaboration with AI

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      PP103 – Automated PO Confirmation Notifications in D365FO

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    • GS526 – Mastering Tax Calculation Service (TCS) in Dynamics 365 Finance & Supply Chain (From Confusion to Clarity)

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    Trends

    ES504 – Why ERP Governance Matters More Than Features
    ES503 – The Hidden Cost of ERP Technical Debt
    ES502 – ERP Architects Must Think Like Product Owners
    ES501 – Why Most ERP Transformations Fail After Go-Live
    GS526 – Mastering Tax Calculation Service (TCS) in Dynamics 365 Finance & Supply Chain (From Confusion to Clarity)
    PUR516 – Microsoft Purview: Real-World FAQs, Answers, and Expert Insights
    PUR515 – From Compliance to Confidence: Designing a Microsoft Purview Operating Model for the Enterprise
    PUR514 – Integrating Purview with Defender XDR, Entra ID, and Power Platform
    ES504 – Why ERP Governance Matters More Than Features
    ES503 – The Hidden Cost of ERP Technical Debt
    ES502 – ERP Architects Must Think Like Product Owners
    ES501 – Why Most ERP Transformations Fail After Go-Live
    GS526 – Mastering Tax Calculation Service (TCS) in Dynamics 365 Finance & Supply Chain (From Confusion to Clarity)
    PUR516 – Microsoft Purview: Real-World FAQs, Answers, and Expert Insights
    PUR515 – From Compliance to Confidence: Designing a Microsoft Purview Operating Model for the Enterprise
    PUR514 – Integrating Purview with Defender XDR, Entra ID, and Power Platform
    D365 F&SCM Project Management and Accounting

    PM513 – Internal Projects: Managing Internal Training Projects in D365 Finance

    Project Management

    Introduction In any growing organization, continuous improvement is key to maintaining operational efficiency. Internal Projects…

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    D365 F&SCM Project Management and Accounting
    Project Management 0 Comments

    PM512 – Cost Projects: Organizing a Corporate Event as a Cost Project in D365 Finance

    Introduction Organizing a corporate event requires careful planning, budget allocation, and accurate expense tracking. In…

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    D365 F&SCM Project Management and Accounting
    Project Management 0 Comments

    PM511 – Elevating Investment Projects: Transforming Costs into Fixed Assets in Dynamics 365 Finance

    Introduction Investment projects play a crucial role in long-term asset development, enabling organizations to track…

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    D365 F&SCM Project Management and Accounting
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    PM510 – Fixed Price Projects: Completed Contract Revenue Recognition in Dynamics 365 Finance

    Introduction Managing Fixed Price Projects under the Completed Contract Revenue Recognition method requires a structured…

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    D365 F&SCM Project Management and Accounting
    Project Management 0 Comments

    PM509 – Fixed Price Projects: Percentage Completed in Dynamics 365 Finance Project Management and Accounting

    Introduction Managing Fixed Price Projects requires precision and control, particularly when billing and revenue recognition…

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    D365 F&SCM Project Management and Accounting
    Project Management 0 Comments

    PM508 – How to Manage Time and Material (WIP) Projects in D365 Finance Project Management and Accounting

    Introduction In today's fast-paced business environment, effectively managing Time and Material (T&M) projects is crucial…

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    D365 F&SCM Project Management and Accounting
    Project Management 6 Comments

    PM507 – How to Manage Time and Material (NO WIP) Projects in D365 Finance Project Management and Accounting

    Introduction In today's fast-paced business world, managing Time and Material (T&M) projects effectively is crucial…

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    D365 F&SCM Project Management and Accounting
    Project Management 0 Comments

    PM506 – Understanding the Project Lifecycle Workflow in Dynamics 365 Finance – Project Management and Accounting

    Introduction The attached workflow represents the structured Project Lifecycle in Dynamics 365 Finance - Project…

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    D365 F&SCM Project Management and Accounting
    Project Management 0 Comments

    PM505 – Project Contracts: Driving Project Success with Financial Control in Dynamics 365

    Introduction In today’s fast-paced business landscape, the ability to manage projects efficiently and align them…

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    D365 F&SCM Project Management and Accounting
    Project Management 0 Comments

    PM504 – Comprehensive Guide to Setting Up Project Stages and Rules in Dynamics 365 Finance

    Introduction In Dynamics 365 Finance - Project Management and Accounting, configuring project stages and rules…

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    • ES504 – Why ERP Governance Matters More Than Features
    • ES503 – The Hidden Cost of ERP Technical Debt
    • ES502 – ERP Architects Must Think Like Product Owners
    • SB506 – Setting Up Recurring Contract Billing for a SaaS CRM Model in D365 Finance
    • CP112 – ✨ Copilot in Microsoft Whiteboard: Transforming Visual Collaboration with AI
    • PM501 – Introduction to Project Management and Accounting in D365 for Finance
    • PM507 – How to Manage Time and Material (NO WIP) Projects in D365 Finance Project Management and Accounting
    • DM501 – Using the Composite Inbound ASN V3 Entity in D365FO: A Step-by-Step Guide to Create Inbound Loads via Data Projects (Part-1)
    • DM502 – Simplifying the Inbound ASN V3 XML Process: Converting Excel Data to XML for Non-Technical Users (Part-2)

    Table of ContentsToggle Table of ContentToggle

    • Introduction
      • Journal Posting for Internal Training Project in D365 Finance
    • Scenario to Focus
    • Project lifecycle
    • Initiate Project
      • Create, Send and Confirm Quotation
      • Create Project Contract
      • Create Project and WBS
      • Create Project Forecasts and Budget
        • Setup Forecast
        • Setup Budget
      • Assign Worker and Category
        • Assign Resources
        • Assign Categories
    • Execute Project
      • Manage WBS
      • Record Work
      • Manage Project Budget and Forecast
        • Manage Budget
        • Manage Forecast
      • Procure Product and Services
      • Process Project Invoices
      • Recognize Revenue & Capitalize costs
        • Revenue Recognition:
        • Capitalization of Costs:
      • Close
    • Analyze Project
      • Analyze Cash Flow
      • Review Costs
      • Analyze Performance
      • Review Invoices
      • Analyze Utilization
    • Conclusion

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